Focus Partners Wealth
CGGR icon

Focus Partners Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Focus Partners Wealth’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.5M Buy
879,733
+277,556
+46% +$12.5M 0.04% 350
2026
Q1 		$24.2M Sell
602,177
-4,812
-0.8% -$208K 0.03% 447
2025
Q4 		$27M Buy
606,989
+8,157
+1% +$360K 0.03% 419
2025
Q3 		$26.3M Sell
598,832
-17,153
-3% -$724K 0.04% 342
2025
Q2 		$25M Sell
615,985
-26,488
-4% -$967K 0.05% 310
2025
Q1 		$22M Sell
642,473
-5,500
-0.8% -$206K 0.06% 306
2024
Q4 		$24.1M Buy
647,973
+2,491
+0.4% +$91.5K 0.06% 284
2024
Q3 		$22.5M Buy
+645,482
New +$21.4M 0.07% 272

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Partners Wealth's CGGR Position: Q2 2026 in Review

Focus Partners Wealth increased its Capital Group Growth ETF (CGGR) stake by 46% in Q2 2026, buying an estimated $12.5M and bringing the position to 879,733 shares worth $41.5M. The position accounts for 0.04% of the portfolio, ranked #350.

Focus Partners Wealth first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Focus Partners Wealth held 879,733 shares of Capital Group Growth ETF worth $41.5M as of Q2 2026.
  • Focus Partners Wealth bought 277,556 Capital Group Growth ETF shares in Q2 2026, an estimated $12.5M.
  • Capital Group Growth ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #350 holding.
  • Focus Partners Wealth first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.